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Danone's Q1: four things to learn

Danone's first-quarter update hit its shares - and it is likely the fall in its stock price was only part due to the numbers. The French yog...

Nestle Q1 update: four things to learn

The rate at which Nestle's organic sales rose in the first quarter of 2017 was the slowest this century but the results, issued on Thursday,...

Analysis: Post discusses rationale for Weetabix

Post Holdings, the US food group, was this week announced as the new owner of Weetabix, the UK-based breakfast cereal business. The GBP1.4bn...

Who will buy Danone's Stonyfield business?

Danone said yesterday (12 April) its acquisition of natural food company WhiteWave Foods was final. The announcement comes less than two wee...


Why finding harmony on nutritional labelling no easy task - analysis 6 Apr 2017

Ben Cooper

Front-of-pack nutritional labelling has long been a subject of fierce debate within the food industry - and between food companies and public health professionals. The launch of a coalition of multinational food and beverage companies aimed at fostering a harmonised approach across Europe, Ben Cooper writes, promises more of the same.


Albertsons, Sprouts in 'merger talks', Amazon swoops for Dubai's Souq.com, Tesco firm on Booker ambitions - retail round-up, March 2017 6 Apr 2017

Dean Best

March saw rumours of what called be a significant piece of M&A in the US grocery retail sector, one deal done in the Middle East e-commerce market and one major retail CEO standing by his plans to add to his business through acquisition. Dean Best reports.


Which companies could be eyeing up Reckitt Benckiser's condiments? - analysis 5 Apr 2017

John Shepherd

Reckitt Benckiser, the UK consumer goods group behind brands including Durex condoms and Flash bleach (and, soon, Enfamil infant formula) looks set to sell off its food division. The company this week announced it would hold a "strategic review" on the "non-core" unit, which contains brands including French's mustard and Frank's Red Hot sauce. If RB parts company with the unit, a move analysts regard as a consequence of the group's focus on "consumer health", which companies may be interested in its condiments? John Shepherd looks at which suitors could be keen as mustard - and why.


McDonald's signals delivery ambitions, Ruby Tuesday mulls future, Restaurant Group's latest turnaround bid - foodservice focus, March 2017 5 Apr 2017

Dean Best

March saw McDonald's set out its desire to make a big push into restaurant delivery, US chain Ruby Tuesday admit a sale of the business could be on the cards and The Restaurant Group, the UK chain behind Chiquito and Frankie & Benny's, announce its latest bid to improve its performance.


What could the chocolate industry's plan to end deforestation look like? - analysis 23 Mar 2017

Ben Cooper

Twelve chocolate and cocoa companies, including Nestle, Mondelez International, Hershey last week announced plans to work together to "end deforestation and forest degradation in the global cocoa supply chain", focusing initially on Côte d'Ivoire and Ghana. Ben Cooper speaks to industry and campaign representatives to set out what that plan could look like.


General Mills sales woes continue - analysis 22 Mar 2017

Hannah Abdulla

General Mills this week reported another quarter of falling sales, leading industry watchers to wonder if the US food giant will lessen its focus on its margin target but, more critically, whether the company can revitalise its top line. Hannah Abdulla reports.


Food giants aim for fresh start for food systems - analysis 16 Mar 2017

Ben Cooper

Nestle, PepsiCo, Unilever and Kellogg are among the companies to have signed up to a global initiative aimed at improving food sourcing, reducing waste and supporting "adjustments" in food production methods to promote "healthy and sustainable diets". Ben Cooper looks at the Food Reform for Sustainability and Health (Fresh) programme, which has initially been backed by 25 companies.


Restaurant Brands International to buy Popeyes Louisiana Kitchen, Freshii eyes UK - foodservice focus, February 2017 8 Mar 2017

Dean Best

Brazil-based private-equity group 3G Capital grabbed the FMCG industry headlines in February with Kraft Heinz's ultimately unsuccessful play for Unilever. However, one 3G-backed company did clinch a deal - and it was in the foodservice sector. Elsewhere, Canadian fast-casual chain Freshii was looking to enter the UK and US fast-food operator Carl's Jr was reported to be embarking on its latest push in India.


Wal-Mart's US pricing initiative, Aldi and Lidl US expansion, Tesco staff restructuring – retail round-up, February 2017 7 Mar 2017

Katy Askew

February saw Wal-Mart signal an acceleration of the price war brewing in the US grocery sector, while discounters Aldi and Lidl continued to progress their own agendas in the country. Tesco's steady improvements in the UK continued and the group revealed plans to further adjust its staffing strategy. Here are some of the highlights from the world of grocery retail over the past month. 


What next for Unilever after Kraft Heinz's approach? - analysis 2 Mar 2017

Katy Askew

Less than three days was all it took for Kraft Heinz's GBP112bn (US$139.1bn) takeover approach to Unilever to become public, be rejected and subsequently taken off the table. The attempt is likely to have some significant and far-reaching consequences for Unilever. Here, just-food takes a look at the impact the episode could have on the Dove-to-Knorr manufacturer.


Maple Leaf Foods latest meat giant to get taste for meat-free - analysis 27 Feb 2017

Dean Best

It was Maple Leaf Foods' first major acquisition for over a decade and one very much in tune with one of the key trends in the North American marketplace. The Canada-based meat giant has become the latest in the sector to invest in the growing meat-free industry, snapping up US firm Lightlife Foods. Dean Best looks at the deal.


Danone looks for "strong, profitable" growth - 8 things to learn from CAGNY 2017  24 Feb 2017

Katy Askew

Danone focused much of its presentation at this week's Consumer Analyst Group of New York conference on its plans for the US. The French group generates around 13% of its sales in North America and believes there is ample room to grow. Danone also touched on its goals for 2020 and its cost-cutting drive and last week's move to "decouple" the group's aims to improve efficiency and increase sales. Here are the eight key takeaways from the event. 


General Mills' plans to revive sales – 7 things to learn from CAGNY 23 Feb 2017

Katy Askew

General Mills last week lowered its already weak forecast for its annual sales due to lower-tha-expected sales in US yogurt and soup. Unsurprisingly, then, the US food giant's efforts to reinvigorate its top line were the primary focus of its presentation at this week's Consumer Analyst Group of New York investor conference. Here are just-food's key takeaways from the event.


Does Kraft Heinz want to swallow Unilever whole? 17 Feb 2017

Katy Askew

Kraft Heinz's takeover bid for Unilever came as something of a shock today – not least because of the seeming unlikely pairing of the 3G Capital-owned US group with the European food-to-personal care company. just-food asks whether the takeover offer should be taken at face value. 


Nestle's plans for 2017 and beyond under new CEO Mark Schneider – 5 things to learn 16 Feb 2017

Katy Askew

Announcing's Nestle 2016 results today (16 February) newly-installed CEO Mark Schneider revealed growth at the Swiss food giant came in below expectations. All eyes are now on Nestle's direction under Schneider, who joined the business at the start of this year. Will there be a greater focus on margin enhancement? Has Schneider totally abandoned the 'Nestle model' targeting 5-6% organic growth each year? Could large-scale acquisitions or disposals be on the cards? Katy Askew investigates. 


Will Kellogg's DSD exit help it grow in US snacks? - analysis 15 Feb 2017

Katy Askew

Kellogg's decision to end the direct store delivery (DSD) of its snacks in the US is expected to give the company's profitability some momentum, with the Cheez-It owner saying the move would leave it better placed to grow revenues from that part of its business. However, the Pringles maker faces an uphill challenge to turn around declining sales trends. Katy Askew reports. 


Why Reckitt Benckiser has moved for Mead Johnson - analysis 10 Feb 2017

Katy Askew

Mead Johnson has been the subject of takeover talk ever since it was spun-off from pharma group Bristol-Myers Squibb in 2009. Today's (10 February) news that the board of the US infant formula business has backed a potential sale came as little surprise - but what has raised eyebrows is the seemingly unlikely source of interest, UK condom-to-cleaning product provider Reckitt Benckiser. Katy Askew looks at the potential deal.


Is Mondelez's margin target hurting sales? – analysis  9 Feb 2017

Katy Askew

Mondelez International has delivered a lacklustre set of 2016 numbers but the snacks giant, which has been buffered by a challenging operating environment, stressed it continues to improve adjusted operating margins. With the entrance of 3G Capital into the food sector, margins have become a key metric for a number of the major names in the industry but Mondelez's results left some wondering if a focus on margins can hamper top-line growth. Katy Askew reports.


Hershey's 2016 results and 2017 outlook - 5 things to learn 7 Feb 2017

Dean Best

Hershey's 2016 results and 2017 outlook, issued on Friday (3 February), suggested both a stronger finish to the year than the preceding nine months had suggested and confidence on this year's earnings above that seen on Wall Street. Nevertheless, analysts still had questions on Hershey's earnings expectations, on its performance in China and on its plans for its cost structure. Dean Best reports.


DineEquity's latest international push, Taco Bell makes debut in China, Shake Shack names first COO - foodservice focus, January 2017 6 Feb 2017

Dean Best

The opening month of 2017 saw a raft of notable developments at some of the major names in the foodservice channel. Dean Best analyses the latest goings-on at three: DineEquity, Yum China and Shake Shack.


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